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China looks to further boost its renewable targets
Wind and solar set to make up a quarter of power capacity by 2020
$700.00
Summary
China's latest policy sets higher renewable capacity targets through to 2020. Total planned capacity build and potential growth outside the plan now add up to 240 GW for solar and 290 GW for wind by 2020. The policy also highlights measures to promote generation, cut curtailments, and improve financial support for renewables. China is keen to promote renewables, which would make up one-fourth of power capacity by 2020. We believe the solar capacity boom is likely to continue, driven by falling costs, ramping down of feed-in tariffs and rapid growth of distributed projects. More solar projects will be built in eastern and central provinces. But wind capacity could slow before the curtailments issue improves in northern provinces. Coal power may further lose its share in the generation mix to renewables, with lower utilisation hours and less capacity being built.
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Insight
Could renewables be the Majors' next big thing?
Wind and solar are poised to reshape energy markets, forcing the oil and gas sector to rethink its future. The Majors are taking stock.
$1,350.00
Summary
Wind and solar are poised to radically reshape energy markets. Though the timing of the energy transition is highly uncertain, oil and gas companies need to build expertise, balance and optionality to hedge against any future erosion of the upstream value proposition. The Majors are leading the way in shaping strategies as they look to capture a piece of the action in this fast growing market.
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Commodity market report
Change isn't easy when you're a fossil: Europe power and renewables long-term outlook H1 2017
Weak demand and growth in renewable supply has placed substantial pressure on the role and economics of fossil-fuel generators.
$5,400.00
Summary
The European Union’s commitment to its climate-energy objectives continues to drive far reaching changes in energy markets – nowhere is the influence of this transition seen as strongly as it is in the power sector. But the pace at which change is occurring in power has become a substantial test of both commercial market arrangements and the physical capabilities of infrastructure.
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Commodity market report
No help from the weather: WECC power and renewables short term outlook August 2017
Despite the most bullish fundamentals in many years, moderate weather this year has kept prices in check for natural gas.
$1,350.00
Summary
Despite bullish fundamentals for natural gas, moderate weather this year has kept prices in check, revising prices down through the end of the year, with additional pressures in 2018 and 2019. This combined with other fundamentals and the impact of hurricanes Harvey and Irma keep pressure on power prices through much of the forecast. In terms of supply, we continue to add more wind in the Midcontinent region as developers focus where costs are the lowest and PTC revenues highest.
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